We are pleased to announce that Oranj, a provider of digital advice solutions that strengthen the adviser/client relationship, has acquired a majority stake in TradeWarrior Software, Inc.
We believe the new robust functionality from the combination of our two technology platforms will allow advisers to harness the power of digital technology to do what they do best— focus on the client and improve the wealth management experience while positioning their practices for scalable growth.
Like TradeWarrior, Oranj was founded by a former adviser with the goal of developing innovative technology that advisers can utilize to demonstrate value to clients and prospects within a modern, user-friendly digital platform. We look forward to working closely with Oranj CEO David Lyon and our other new colleagues at Oranj to aggressively add new features and functionality to the TradeWarrior user interface. We are also excited about establishing and sharing the integration between TradeWarrior’s trade engine and Oranj’s digital advice platform in the coming months. The best is yet to come!
Here are a few links about this news:
From the Oranj Website
PR Newswire Press Release
Financial Advisor Magazine
On Financial Planning
In Investment News
and On the Kitces blog